Lucille S Beeson Char Tr Bond Mgmt
EIN 726278911Total Given 2020–2024
$53.4M
68 grants · $10.7M avg/year
based on 5 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$827K
typical big bets · $452K–$1.1M
grant size
92%
deep partner · 23/25 multi-year
repeat
$227.9M
Assets (2024)
25
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(205) 820-3141
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $219.0M | $32.6M | N/A |
| 2020 | $10.0M | $234.8M | $7.9M | 14 |
| 2021 | $11.6M | $246.5M | $15.9M | 13 |
| 2022 | $10.5M | $205.8M | $7.4M | 13 |
| 2023 | $10.4M | $219.8M | $8.2M | 13 |
| 2024 | $10.9M | $227.9M | $16.1M | 15 |
Grant Size Distribution
Based on 68 grants on record
Minimum
$188K
25th Pctl
$452K
Median
$827K
Average
$785K
75th Pctl
$1.1M
Maximum
$1.2M
Geographic Distribution
Officers & Directors
RB
Regions Bank
4 yrs
Trustee
RD
Regions Bank Trust Dept
2 yrs
Trustee
RD
Regions Bank Trust Dept
2 yrs
Trustee
RB
Regions Bank
4 yrs
Trustee
RB
Regions Bank
4 yrs
Trustee
RB
Regions Bank
4 yrs
Trustee
Grants Awarded (68 total)
| Purpose | ||||
|---|---|---|---|---|
| Jimmie Hale Mission | Birmingham, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| The Salvation Army | Birmingham, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| Canterbury United | Birmingham, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| Gateway Aka Gateway Inc | Birmingham, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| United Ability Inc | Birmingham, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| The Boys and Girls Ranches of | Montgomery, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| Baptist Health Foundatio | Birmingham, AL | $1,229,410 | GENERAL OPERATING | 2021 |
| Salvation Army | Birmingham, AL | $1,160,572 | GENERAL OPERATING | 2024 |
| United Ability Inc | Birmingham, AL | $1,160,572 | GENERAL OPERATING | 2024 |
| Canterbury United Methodist Church | Birmingham, AL | $1,160,572 | GENERAL OPERATING | 2024 |
| Jimmie Hale Mission | Birmingham, AL | $1,160,572 | GENERAL OPERATING | 2024 |
| Boys and Girls Ranches of Alabama | Montgomery, AL | $1,160,572 | GENERAL OPERATING | 2024 |
| Gateway Family and Child Services | Birmingham, AL | $1,160,572 | GENERAL OPERATING | 2024 |
| Salvation Army | Birmingham, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| United Ability Inc | Birmingham, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| Canterbury United Methodist Church | Birmingham, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| Jimmie Hale Mission | Birmingham, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| Boys and Girls Ranches of Alabama | Montgomery, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| Gateway Family and Child Services | Birmingham, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| Baptist Health Foundation Inc | Birmingham, AL | $1,113,525 | GENERAL OPERATING | 2022 |
| Salvation Army | Birmingham, AL | $1,097,762 | GENERAL OPERATING | 2023 |
| United Ability Inc | Birmingham, AL | $1,097,762 | GENERAL OPERATING | 2023 |
| Canterbury United Methodist Church | Birmingham, AL | $1,097,762 | GENERAL OPERATING | 2023 |
| Jimmie Hale Mission | Birmingham, AL | $1,097,762 | GENERAL OPERATING | 2023 |
| Boys and Girls Ranches of Alabama | Montgomery, AL | $1,097,762 | GENERAL OPERATING | 2023 |